Advisory

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November 16, 2015 

Finance Execs Seek More Effective Reporting and Disclosure Tools

Nearly three-quarters (74%) of the companies surveyed are taking action to improve their financial reports. Top improvement areas to the annual financial report (10-K) include management discussion and analysis (MD&A), the business section, risk ...

 Investors Gain Confidence from CPA Financial Planners

November 16, 2015 

Investors Gain Confidence from CPA Financial Planners

The survey asked CPA financial planners to rate their clients’ confidence during the recent fluctuation on a scale of 1-5, (with 1 being the most fearful, 3 being neutral and 5 being the most confident). Established clients of CPA financial planners ...

ryan1

November 13, 2015 

Ryan Tax Firm Acquires TransAmerican Asset Servicing Group

A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.

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November 4, 2015 

AICPA Honors Professionals with Awards in Area of Taxation

Germano is president and general counsel of Actuarial Benefits & Design Company, which she co-founded in 1989. The company, based in Midlothian, Va., helps business owners assess retirement needs for themselves and their employees, as well as to set up r

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November 2, 2015 

Marcum LLP Acquires Chicago Accounting Firm Frost Ruttenberg

The transaction marks the first entry into the Midwest market for Marcum, which has 17 other U.S. offices on the East and West Coasts, plus six abroad. Twenty-one Frost shareholders and principals and 90 professional staff have joined Marcum.